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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,348 | $126,661-30.2% | $113,397-22.1% | $138,895-36.4% |
| Participation rate | 65.0% | 79.4%-14.4pp | 76.5%-11.5pp | 79.9%-14.9pp |
| Annual return | 12.46% | 25.05%-12.6pp | 23.20%-10.7pp | 145.39%-132.9pp |
| Employer contribution / active EE | $659 | $3,456-80.9% | $2,977-77.9% | $4,194-84.3% |
| Participant deferral / active EE | $2,338 | $5,693-58.9% | $5,076-53.9% | $6,396-63.4% |
| Admin fee / account holder | $4,374 | $14,549-69.9% | $11,957-63.4% | $12,562-65.2% |